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REGAL 3

Capital Advisory · Sell a business

Sell your business with an advisor, not a broker.

Most owners sell a company once. Whether it closes at the value you expected is settled long before anyone negotiates — by how well the business was prepared. That is the part a broker on commission cannot afford to do. We do it first.

A business owner and their attorney across the table from a buyer late in a negotiation

The number

The number nobody selling a business is told

Worldwide, only 6% of business sales are either successful or reach the value the owner expected. The reasons are consistent: unprofessional preparation, and expectations never tested against what buyers pay.

Most owners appoint a broker. Brokers typically work at risk, without a professional fee — and someone paid only on completion cannot spend months preparing your business. So nobody does.

With a REGAL 3 advisor-led team, that probability shifts to 90%, usually at a higher value.

  • 6%of sales succeed or reach the expected value
  • 90%with a REGAL 3 advisor-led team

Not brokers

We are not business brokers

Our advisors are qualified, experienced, and paid to prepare your business rather than list it and wait. No one advisor is expert in every part of a transaction, so a REGAL 3 advisor leads a team of specialists — analysts, accountants, tax specialists, market researchers.

We are selective, and every sale client first undergoes a mandatory business analysis: risk, organizational, operational and financial. It produces a report — an objective snapshot of the business, with recommendations you can act on even if we do not take the engagement.

Just as one prepares a house for sale, we prepare a business for the transaction ahead: legal structuring, valuations, market research, business plans, financial projections.

A business owner looking across the working shop floor they built

Before market

What we settle before anything goes to market

  • Your objectives

    What do the shareholders want out of this, and by when?

  • Deal structure

    Cash on completion, an equity release, income deferred — or raising capital instead of selling.

  • Value expectations

    Your price, and the conditions under which you would sign.

  • Confidentiality

    Discretion and protection beyond the industry standard, at the level you set.

  • Business assessment

    Your key attributes, value drivers and what differentiates you.

  • Understanding you

    We get to know you and the business before tailoring a strategy.

Three documents

Three documents do the selling

Buyers form their view on paper, long before they meet you. In-house copywriters make the documents say what the numbers mean.

  1. Teaser

    Summarises the opportunity and the key facts without identifying your company. It goes out first.

  2. Investment Memorandum

    The full picture, signed off by you, sent only to counterparties you have approved.

  3. Financial forecasts

    A three-to-five-year projection, so an offer is made against future value, not last year’s profit.

The process

The selling process, end to end

Four phases, twenty steps, one close. You will always know where you are.

  1. 01Planning
    Data gathered, financials recast, the business valued — before anyone sees it.
    1. Desire for information on the selling process
    2. REGAL 3 listing agreement (mandate)
    3. Data gathering and owner interview
    4. Recast financial statements
    5. Prepare valuation report
  2. 02Search
    A screened, financially qualified buyer list. No Memorandum without an NDA.
    1. Activate buyer search plan
    2. Screen responses
    3. Qualify buyers financially
    4. Obtain confidentiality agreement (NDA)
    5. Present Investment Memorandum
  3. 03Deal-making
    Buyer meetings, interest tested, a purchase proposal negotiated on your terms.
    1. Buyer visit (first meeting)
    2. Probe buyer interest
    3. Motivate buyer to act
    4. Purchase proposal
    5. Facilitate negotiations
  4. 04Closing
    Due diligence coordinated, lenders introduced, issues resolved, the definitive agreement signed.
    1. Coordinate due diligence
    2. Loan request package
    3. Lender introductions
    4. Assist in resolving all issues
    5. Definitive purchase agreement
The REGAL 3 Capital Advisory selling process.
Close

The team

The team, and how far it reaches

A REGAL 3 advisor leads; the team is assembled for your transaction. Team Leads manage the professionals and the relationships. Corporate Finance coordinates accountants with high-value transaction experience. Research Analysts map the industry and target buyers. Client Liaison holds it together.

Where the right buyer is likelier to be found abroad, REGAL 3 is a member of Cross Border Associates, Germany.

  • 0countries
  • 0+associates
  • 0+transactions completed
  • EUR 0bncombined transaction value

Questions

Questions owners ask first

Start with the analysis, not the listing.

Tell us what you want out of a sale, and when. The first step is an objective assessment of the business — the thing that decides whether a sale succeeds.

Prepare the business firstTalk to us